INSIGHTS

At Wealth Impact Partners, we believe that well informed clients make well informed decisions. We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational and inspirational information that is current, insightful and relevant to your financial life and business.

While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on financial topics of interest, please contact us.

One of the biggest risks and opportunities in the marketplace right now is life insurance policies that have not performed as illustrated. The biggest reason this is happening is that we’ve seen over a decade of historically low interest rates.

Most folks who have financial advisors tend to sit down with them on an annual basis and review their accounts. And that’s really all they do. That’s part of an annual review meeting for sure, but it’s so much more than just that.

CASE STUDIES

LIFEPRINT™ PLANNING PROCESSRead examples of how our planning process can be a catalyzing force to help families discover previously unimagined excess wealth and the financial freedom to live more and give more.

UNDERWRITING ADVOCACY
Discover the impact professional underwriting advocacy can have on the price of your life insurance policy.

POLICY MANAGEMENT
See how professional life insurance policy management can form a durable bridge connecting your expectations of promised policy benefits with actual results.

LIFE SETTLEMENTS
There are numerous situations when insurance policies need to be changed or are no longer needed. In cases like these, a life settlement can provide an attractive alternative to surrendering or lapsing the policy.

GUEST SPEAKER PROGRAMS

Ron Ware, founder of Wealth Impact Partners, is a personal legacy advisor who educates, motivates, and empowers individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what’s possible, affirm what they really care about, and confidently plan to make a significant impact on the people, causes and organizations they care about most.

Ron is a gifted and passionate speaker who teaches regularly on behalf of tax, legal, financial, and other professional colleagues and charities.

If you are interested in booking Ron as a speaker for an upcoming meeting, event, or audience – or if you want Ron to conduct a customized, private session for your clients, advisors or charity –
please call or email Glenna Mann at: 781-489-9802 / glenna@wealthimpactpartners.com.

Listed below are some of his most popular presentations that can be tailored for your organization.

Wellesley Hills, MA – Ron Ware, president and CEO of Wealth Impact Partners, has announced the opening of a new office in Rhode Island to serve current and prospective clients and partners living and working in the Ocean State.

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